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The Corporate Development Senior Associate supports enterprise strategic initiatives, including mergers, acquisitions, divestitures, strategic investments, partnerships, and new business opportunities. The role provides financial analysis, valuation support, transaction execution assistance, and strategic insights to help evaluate opportunities and inform senior management decision-making. The Senior Associate develops financial models, conducts company and industry research, supports due diligence and governance processes, prepares executive-level materials, monitors transaction and initiative performance, and stays informed of banking, financial services, regulatory, and M&A market trends.

Key Responsibilities

Transaction Execution & Strategic Advisory

• Support evaluation and execution of mergers, acquisitions, divestitures, strategic investments, alliances, and new ventures.
• Assist with target screening, opportunity assessment, valuation, due diligence coordination, transaction structuring, negotiation, approval processes, and closing/post-close tracking.
• Lead cross-functional and inter-bank working groups to assess enterprise impacts, risks, financial implications, and integration requirements of proposed transactions.
• Act as a trusted advisor by providing financial and overall transaction expertise in the development and assessment of business strategies and in support of enterprise strategic initiatives.
• Develop leadership committee and Board presentations for strategic discussion, decision making, and approval regarding M&A and other capital investments or divestitures.
• Conduct detailed company and industry research, including analysis of peers, potential targets, industry transactions, and emerging trends.

Financial and Valuation Analysis

• Develop detailed financial models, valuation analyses, business cases, and scenario analyses to evaluate strategic, financial, capital, and risk implications of potential transactions and initiatives, including assessing pro forma impacts to financial statements, net present values, internal rates of return, synergy capture, returns on invested capital, and shareholder value creation.
• Analyze financial, operational, market, regulatory, and industry data to generate insights and recommendations.
• Prepare concise financial summaries, executive-level materials, governance committee updates, and decision-support materials for senior leaders.

Relationship Management & Communication

• Build effective relationships with internal and external stakeholders, including LOB, Finance, Risk, Legal, Tax, HR, Operations, and Technology partners, and external advisors.
• Act as a liaison across workstreams to align objectives, clarify business context, and support timely execution of initiatives.
• Prepare clear, concise communications and materials tailored to senior leadership and executive audiences.

Governance, Reporting & Monitoring

• Support the development and maintenance of Corporate Development policies, procedures, financial methodologies, and transaction governance standards.
• Track initiative performance, transaction milestones, risks, issues, decisions, and dependencies.
• Assist with the monitoring and ongoing valuation of existing lines of business, equity investments, and joint ventures, including potential impairment testing and tax restructuring initiatives.
• Produce regular and ad hoc updates, dashboards, financial summaries, transaction status reports, and executive-level reporting.
• Escalate issues and communicate status to Corporate Development leadership and other stakeholders as appropriate.

Risk Management

• Apply sound judgment and BMO’s risk management framework when evaluating strategic initiatives and transactions.
• Identify, assess, and escalate financial, operational, regulatory, reputational, execution, and integration risks.
• Make risk-informed recommendations that align with business strategy, approved risk appetite, policy requirements, and applicable laws and regulations.

Qualifications

• Between 3 to 6 years of relevant experience in corporate development, investment banking, private equity, transaction advisory, and/or related fields.
• Deep knowledge of financial concepts and strong financial modeling, valuation, analytical, communication, and presentation skills.
• Experience supporting complex M&A transactions.
• Undergraduate or graduate degree in business, finance, or accounting preferred.
• Accounting designation, CFA, MBA, or similar credentials are considered an asset.

Core Skills

• Financial modeling and analysis skills – Expert.
• Analytical and problem-solving skills – Expert.
• Transaction execution and project management - In-depth.
• Written and verbal communication - In-depth.
• Collaboration & team skills - In-depth.
• Data-driven decision making - In-depth.
• Attention to detail and quality control - In-depth.

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.